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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,731 | $48,078-54.8% | $78,676-72.4% | $62,881-65.4% |
| Participation rate | 35.8% | 65.2%-29.4pp | 73.6%-37.7pp | 69.3%-33.5pp |
| Annual return | 18.70% | 31.36%-12.7pp | 62.19%-43.5pp | 20.14%-1.4pp |
| Employer contribution / active EE | $475 | $2,015-76.4% | $2,850-83.3% | $2,281-79.2% |
| Participant deferral / active EE | $1,032 | $2,587-60.1% | $3,517-70.6% | $3,203-67.8% |
| Admin fee / account holder | $441 | $3,206-86.3% | $4,510-90.2% | $4,296-89.7% |